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DoubleLine Capital
DoubleLine strategist on the Fed: "1.3 hikes are expected by the end of the year"
10 numbers: a unanimous 25bps hike with 16 of 18 officials wanting more, the 10-year's first close above 5% since 2023, and WTI back over $100
Sep 20
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"5% is the middle of the ground": DoubleLine portfolio manager on the 10-year
7 calls: Why he sees 5.25% on the 10-year without much trouble, the 120bps he is taking in agency mortgages instead, and the question he puts to anyone…
Sep 19
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The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEO
14 calls: The portfolio he has moved entirely out of AI, why he says 30-year TIPS never protected anyone from rising rates, and the sector he calls the…
Sep 17
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